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Moderna

489 hedge funds and large institutions have $14.1B invested in Moderna in 2020 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 52

140% more capital invested

Capital invested by funds: $5.87B → $14.1B (+$8.21B)

64% more funds holding

Funds holding: 299489 (+190)

52% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 89

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

6% more call options, than puts

Call options by funds: $492M | Put options by funds: $466M

3.13% less ownership

Funds ownership: 59.53%56.41% (-3.1%)

Holders
489
Holders Change
+190
Holders Change %
+63.55%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.21%
New
243
Increased
135
Reduced
89
Closed
52
Calls
$492M
Puts
$466M
Net Calls
+$26.2M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
401
Kelly Financial Services
Massachusetts
$25.9K +$19.4K +354 +708%
SFPG
402
Stonebridge Financial Planning Group
Florida
$23K +$5.48K +100 +33%
CTB
403
Country Trust Bank
Illinois
$22K
RWG
404
Regal Wealth Group
California
$21K +$17.8K +325 New
CFG
405
Citizens Financial Group
Rhode Island
$20K +$16.9K +308 New
Pacer Advisors
406
Pacer Advisors
Pennsylvania
$20K +$17K +310 New
FP
407
Financial Perspectives
Minnesota
$19.6K -$3.23K -59 -16%
CFA
408
Carroll Financial Associates
North Carolina
$19K -$1.64K -30 -9%
First Manhattan
409
First Manhattan
New York
$19K +$16.4K +300 New
HCM
410
Highlander Capital Management
New Jersey
$19K +$16.4K +300 New
TWA
411
TCI Wealth Advisors
Arizona
$18K +$1.21K +22 +9%
HWA
412
HHM Wealth Advisors
Tennessee
$16K +$13.7K +250 New
CFFP
413
Center for Financial Planning
Michigan
$15K +$10.4K +190 +422%
SIAS
414
Shine Investment Advisory Services
Colorado
$15K +$13K +238 New
VNA
415
Valley National Advisers
Pennsylvania
$14K -$9.53K -174 -44%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$13K -$71.2K -1,300 -87%
FNBOSM
417
First National Bank of South Miami
Florida
$13K
NSIM
418
North Star Investment Management
Illinois
$13K
S
419
SignatureFD
Georgia
$13K +$8K +146 +270%
CHA
420
Carmichael Hill & Associates
Maryland
$13K +$11K +200 New
HI
421
Human Investing
Oregon
$13K +$11K +200 New
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$11K +200 New
PWMG
423
Prestige Wealth Management Group
New Jersey
$13K +$11K +200 New
SFSIG
424
San Francisco Sentry Investment Group
California
$13K +$11K +200 New
TFA
425
Toth Financial Advisory
Virginia
$13K +$11K +200 New

MRNA Hedge Fund Activity: Q2 2020 in Review

489 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q2 2020, worth a combined $14.1B — up 140% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new MRNA positions and 52 closed out — a net gain of 191 holders — while 135 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $699M. The largest seller was Flagship Pioneering, cutting an estimated $602M.

  • 489 institutional investors held Moderna (MRNA) as of Q2 2020, up from 299 in Q1 2020.
  • Funds reported $14.1B of Moderna stock for Q2 2020, up 140% quarter-over-quarter.
  • 243 funds opened new Moderna positions in Q2 2020 and 52 closed out, a net change of +191 holders.
  • The largest Moderna buyer in Q2 2020 was Fidelity Investments, an estimated $699M added.
  • The largest Moderna seller in Q2 2020 was Flagship Pioneering, an estimated $602M sold.

Based on aggregated 13F filings for Q2 2020.